Summary

We're a fourth-generation Montana tax, accounting, and insurance firm. Our Client Accounting Services team serves ~30 small business and agricultural clients on monthly closes and payroll. We need a CAS Lead who owns the monthly close process end to end, not just a pair of hands.

This position is open to both in-person and hyrbid candidates, with the same responsibilities and expectations regardless of work location.

What you'll own

• The monthly close calendar in DoubleHQ: rolling closes, assigning work, setting due dates, and keeping statuses accurate

• Reviewing closes prepared by two team members before they're finalized, and coaching them on fixes

• Your own book of closes: QBO coding, bank/credit card/loan/payroll/balance sheet reconciliations, accruals, prepaid and fixed asset schedules

• Payroll operations for several clients: Gusto processing, quarterly 941 and state UI filings, EFTPS, 401(k) remittance reporting

• Client questions and follow-ups, drafted clearly and sent on time

• Escalating tax, advisory, or judgment calls to the firm principal with a recommendation, not just a question

• Documenting recurring procedures for each client

Clients include farms and ranches with non-calendar fiscal year ends, so November is our crunch season.

How we work (non-negotiable)

• Available business hours on weekdays for real-time communication and collaboration, whether working remotely or in person

• Microsoft Teams is used for team communication and coordination across work locations

• Same business day acknowledgment of any direct question, with a full answer within 24 hours

• A short written status every Monday: what closed, what's late and why, what's blocked on clients

• Raise problems early. A flagged issue is never a problem; a surprise is.

Who this is for

• Individual candidates only. No agencies or outsourced teams: we're hiring one person who personally does and owns the work.

• U.S.-based candidates, with the option to work remotely or in person at one of our Montana offices. Candidates in any time zone are welcome, provided they can be available 8am–3pm Mountain Time on weekdays.

• Payroll includes Montana unemployment insurance (UI) filings, so Montana or multi-state UI experience is a plus.

Required

• 3+ years of U.S. small business bookkeeping/month-end close in QuickBooks Online

• DoubleHQ or Keeper experience

• Experience reviewing other people's work

• Payroll processing and payroll tax filings

• Microsoft Teams / M365

Preferred

• CAS firm experience

• Agricultural clients or fiscal year-end entities

• Accrual-basis experience